CoreWeave Stock Soars 50%: Should You Buy CRWV Now?
PorAinvest
jueves, 25 de septiembre de 2025, 7:14 pm ET1 min de lectura
CRWV--
CoreWeave is a GPU-as-a-service provider specializing in AI workloads, backed by exclusive partnerships with Nvidia. The company's recent $6.3 billion order arrangement with Nvidia and its projected path to $20 billion in annual recurring revenue (ARR) by 2027 have analysts bullish on the stock [2].
The company's second-quarter earnings report highlighted its impressive growth, with revenue jumping 207% year over year to $1.2 billion, marking the company’s first billion-dollar quarter. CoreWeave's EBITDA margin remained strong at 62%, only a shade below last year’s 63% [1]. However, the company faces challenges in maintaining these margins as it expands aggressively, with total operating expenses increasing to $1.2 billion from $317.7 million a year ago [1].
CoreWeave's valuation is a subject of debate. On a forward basis, the stock trades at roughly 10–12 times 2025 revenue, reflecting its rapid growth and cash burn. Its price-to-sales (P/S) multiple is below Nvidia's and Palantir's, while its growth rate is much higher. Citi notes that its 6 times 2027 revenue and 22 times 2027 EBIT multiples are well below legacy cloud peers [2].
Despite the challenges, CoreWeave's strategic acquisitions, global data center expansion, and deep ties to enterprises and governments position it as a critical backbone of next-generation AI infrastructure. The company's recent earnings report underpinned the bullish views, with revenue surging 207% year over year to $1.212 billion [2].
Investors seeking high-growth exposure to the AI cloud layer should keep an eye on CoreWeave. However, the stock's high valuation and aggressive expansion strategy may present risks.
NVDA--
CoreWeave (CRWV) stock has the potential to jump 50% according to Raymond James, which launched coverage with an "Outperform" rating and a $130 target. The company's recent $6.3 billion order arrangement with Nvidia and its path to $20 billion in ARR by 2027 have analysts bullish on the stock. CoreWeave is a GPU-as-a-service provider with a scalable stack and hyperscaler partnerships, making it a name to watch for investors seeking high-growth exposure to the AI cloud layer.
CoreWeave (CRWV) stock has been a focus for investors in recent months, with analysts from Raymond James and Citizens Bank expressing optimism about the company's growth prospects. Raymond James launched coverage with an "Outperform" rating and a $130 target, while Citizens Bank bumped its stance to "Market Outperform," setting a $180 price target, implying a potential 50% upside from current levels [2].CoreWeave is a GPU-as-a-service provider specializing in AI workloads, backed by exclusive partnerships with Nvidia. The company's recent $6.3 billion order arrangement with Nvidia and its projected path to $20 billion in annual recurring revenue (ARR) by 2027 have analysts bullish on the stock [2].
The company's second-quarter earnings report highlighted its impressive growth, with revenue jumping 207% year over year to $1.2 billion, marking the company’s first billion-dollar quarter. CoreWeave's EBITDA margin remained strong at 62%, only a shade below last year’s 63% [1]. However, the company faces challenges in maintaining these margins as it expands aggressively, with total operating expenses increasing to $1.2 billion from $317.7 million a year ago [1].
CoreWeave's valuation is a subject of debate. On a forward basis, the stock trades at roughly 10–12 times 2025 revenue, reflecting its rapid growth and cash burn. Its price-to-sales (P/S) multiple is below Nvidia's and Palantir's, while its growth rate is much higher. Citi notes that its 6 times 2027 revenue and 22 times 2027 EBIT multiples are well below legacy cloud peers [2].
Despite the challenges, CoreWeave's strategic acquisitions, global data center expansion, and deep ties to enterprises and governments position it as a critical backbone of next-generation AI infrastructure. The company's recent earnings report underpinned the bullish views, with revenue surging 207% year over year to $1.212 billion [2].
Investors seeking high-growth exposure to the AI cloud layer should keep an eye on CoreWeave. However, the stock's high valuation and aggressive expansion strategy may present risks.

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